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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,910 hedge funds and large institutions have $48.9B invested in Invesco S&P 500 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 749 increasing their positions, 729 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,910
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
25.6%
Holding in Top 10
262
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-6.76%
% of All Funds
3.51%
New
167
Increased
749
Reduced
729
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$530M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$411M
3
NPCM
North Peak Capital Management
New York
+$250M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$201M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$200M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$455M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$414M
3
Jane Street
Jane Street
New York
-$213M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$206M
5
Truist Financial
Truist Financial
North Carolina
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
1551
Duncker Streett & Co
Missouri
$348K -$6.91K -38 -2%
MCIA
1552
Mountain Capital Investment Advisors
Colorado
$346K -$1.84K -10 -0.5%
Luther King Capital Management (LKCM)
1553
Luther King Capital Management (LKCM)
Texas
$345K -$294K – –
SSW
1554
Smith Shellnut Wilson
Mississippi
$344K -$26.2K -144 -7%
OFG
1555
Oxford Financial Group
Indiana
$344K – – –
TSWM
1556
Tyler-Stone Wealth Management
Ohio
$344K -$23.1K -127 -6%
CA
1557
Capital Advantage
California
$343K -$14K -77 -4%
LFASL
1558
Lugano Financial Advisors SA (LFA)
Switzerland
$341K – – –
SCTC
1559
Sanibel Captiva Trust Company
Florida
$341K – – –
SIMG
1560
Sonora Investment Management Group
Arizona
$338K -$19.8K -109 -6%
CC
1561
Cypress Capital
Tennessee
$337K +$32K +176 +10%
CCA
1562
Cypress Capital Advisors
Tennessee
$337K +$32K +176 +10%
CG
1563
CFO4Life Group
Texas
$337K +$1.45K +8 +0.4%
CRWM
1564
Castle Rock Wealth Management
California
$336K -$9.42K -51 -3%
FPGT
1565
Financial Partners Group (Tennessee)
Tennessee
$335K +$3.82K +21 +1%
TCWA
1566
Turtle Creek Wealth Advisors
Texas
$335K +$335K +1,842 New
MSG
1567
Main Street Group
Virginia
$335K +$727 +4 +0.2%
PMFA
1568
Plante Moran Financial Advisors
Michigan
$334K +$59.4K +327 +22%
HW
1569
HORAN Wealth
Ohio
$333K +$333K +1,831 New
VFG
1570
V2 Financial group
Illinois
$330K -$52.3K -288 -14%
OAJ
1571
Ogorek Anthony Joseph
New York
$330K +$363 +2 +0.1%
AWM
1572
Avaii Wealth Management
Wisconsin
$330K -$415K -2,284 -56%
GTAM
1573
Global Trust Asset Management
Florida
$330K -$255K -1,403 -44%
MWAM
1574
Manhattan West Asset Management
California
$330K -$18.4K -101 -5%
GHA
1575
GW Henssler & Associates
Georgia
$329K +$329K +1,808 New
61 62
63
64 65